Responsibilities

• Plan and execute regional and national events for Advisors, from strategy to follow-up.
• Partner with Advisors to tailor event strategies that align with local market needs and business goals.
• Assist with event logistics, vendor relationships, and post-event reporting and ROI analysis.
• Develop and maintain a suite of marketing and sales tools tailored to the Advisor channel.
• Collaborate with internal teams like Financial Planning, Product Marketing and compliance teams to ensure materials are accurate, timely, and aligned with brand standards.
• Train and support Advisors on how to effectively use marketing tools and platforms.
• Serve as a key liaison between enterprise marketing and the Field Force, ensuring consistent communication and feedback loops.
• Gather insights from the Field to inform Marketing strategies and content development.
• Manage and prioritize a centralized request queue from Advisors for Marketing support, ensuring timely and effective responses.
• Identify common needs and develop templated, scalable Marketing solutions to streamline support and maximize impact across the Field.

Requirements

• Bachelor’s Degree in Business/Marketing or equivalent work experience
• 3+ years of experience in Field Marketing, Event Marketing, or sales enablement—preferably in financial services or a B2B environment.
• Strong project management and organizational skills.
• Excellent communication and interpersonal abilities.
• Proficiency in marketing automation tools, CRM systems (e.g., Salesforce), and event management platforms.
• Ability to travel up to 30% to support Field events and Advisor engagement.
• Experience working with financial advisors or within a regulated industry.
• Creative mindset with a passion for delivering memorable event experiences.
• Data-driven approach to marketing strategy and performance analysis.
• Familiarity with ticketing or request management systems (e.g., Workfront, Asana, Saleforce).

Preferred

• Creative mindset